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AI brief of an SEC Form 8-K · ACACIA RESEARCH CORP (ACTG)

Acacia Research Q2 revenue up 124% to $114.6 million; GAAP net income $47 thousand

Mixed Impact 3 of 5 earnings Written later

Acacia Research reported second-quarter 2026 revenue of $114.6 million, up from $51.2 million a year earlier, driven mainly by higher paid-up licensing revenue in its Intellectual Property Operations segment. GAAP net income attributable to the company was $47 thousand, or $0.00 per diluted share, after a $30.9 million impairment of its equity method investment in MalinJ1, compared with a loss of $3.3 million in the prior-year quarter. Shareholders see higher sales and a return to GAAP breakeven, but the impairment charge largely offset operating gains.

Key points

  • Q2 2026 total revenue was $114.6 million versus $51.2 million in Q2 2025; Intellectual Property Operations contributed $60.9 million.
  • GAAP net income was $47 thousand ($0.00 per diluted share) versus a loss of $3.3 million ($0.03 per share) a year earlier.
  • Adjusted diluted EPS was $0.13 versus a loss of $0.06 a year earlier; Total Company Adjusted EBITDA was $17.3 million.
  • A $30.9 million impairment of the MalinJ1 equity method investment was recorded in the quarter; cash and investments totaled $334.6 million, or $3.43 per share, at June 30, 2026.

The filing

CompanyACACIA RESEARCH CORP (ACTG)
Form8-K, current report
Filed with the SECAug 5, 2026, 7:03 AM ET
Accession number0000934549-26-000031

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:28 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 05, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.